Difference between revisions of "Sales Register"

Revision as of 15:40, 21 January 2022

Sales Register refers to the list of sales transactions in a given period

The user should setup have the following records in order to proceed on using the Sales Report
1. Customer
2. Sales Invoice

List of Sales Register Module terms on Oojeema Prime.
Field	Description
1. Record Filter (Year, Customer)	Set of filter options for precise search of records. Year will be set at the current year by default. Customer filter dropdown will only show customers with Invoice Transactions.
2. Export	Allows the user to Export the report into Spreadsheet
3. Sales Invoice	List of Sales Invoice specify within the date range.
4. Customer	List of Customer on the Sales Register Record

Notes:

Customers must be ACTIVE status in order to view its records in the report.
- Customer status can be seen in Customer Maintenance Module

Under the Main Menu, Click Reports
Under Reports Menu, Click Sales Register under Sales Reports.
Under Sales Register, click the Export Button on the right side. Take note that you can filter the Date, and the Customer for precise exportation of records.

Categories:
Modules
Sales	Sales Invoice
Maintenance	Maintenance \| Customer
Reports Module (Reports)
Reports	Sales Reports
Sales Reports	Sales Report \| Sales Register \| Sales per Warehouse \| Sales per Customer \| Sales per Stock \| Sales Transfer per Stock \| Sales per Item \| Sales per Category \| Sales-Top Item \| Returns per Customer

@@ Line 60: / Line 60: @@
 | style="" |Sales Reports
 | style="" |[[Sales Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Register]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Warehouse]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Customer]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Stock]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Transfer per Stock]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Item]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales per Category]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Sales Top Item|Sales-Top Item]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Returns per Customer]]
-|- style="box-sizing: inherit;"
-| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
-|- style="box-sizing: inherit;"
-| style="" |Maintenance Aids
-| style="" |[[Customer Aids]]
 |}